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Senior Quantitative Analyst
Union Bank
San Francisco, CA, United States
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Reporting to the Customer Experience Managing Director, this position is primarily responsible for the analysis of quantitative and qualitative data for and working with business partners to develop insights from customer and employee surveys, operational, transaction, financial, and behavioral data. Analyst will provide insights that support the: Improvement of the sales and service activity of channels across different lines of business Enhancement of products and services provided to customers Improvement of the employee experience across all departments within the Regional Bank. Additional responsibilities also include: Evaluating, organizing, modeling and presenting data with the goal of highlighting useful information Suggesting conclusions, and supporting recommendations to increase customer and employee engagement, satisfaction, and advocacy.
Major Responsibilities:
30% - Sourcing Data: Identifies and integrates data sourced internal and external to the bank to use in quantitative and qualitative analyses. Builds strong business domain and data structure knowledge and develops necessary relationships with data owners to facilitate the collection of required data for analyses. Correlates internal and external data points and rapidly structures big, unstructured data for relevant use.
30% - Data Analysis: Analyzes both quantitative and qualitative information using state-of-the-art data processing tools and/or analytical methodologies, e.g., SQL, SPSS, text analytics, etc. Analyzes structured data to identify business opportunities using statistical modeling, segmentation strategies, optimization algorithms, and data mining analyses (regression, predictive). Uses advanced data visualization techniques to provide a concise and compelling summary of analysis findings in reports and presentations to be used with executive management.
25% - Insight Creation: Translates findings into business value to drive strategic decisions. Summarizes well supported recommendations that are relevant, timely, and actionable. Provide continual consultation with C&EE management to identify strategic direction for continual improvement relating to emerging data trends and issues.
15% - Risk Management: Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA). Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods. Actively participate in any required corporate and business line Compliance Training.
Qualifications
Additional Skillsets, Education, Experience:
• Master’s Degree in Economics, Statistics, Mathematics, Sociology (“Methods") or Biostatistics preferred;
• Bachelor’s degree in Statistics, Mathematics or similar with 8+ yrs relevant experience will be considered.
• 5-10 years of experience working in a business intelligence, marketing or customer research, or data analytics capacity.
• Understanding of database structures (such as SQL), and how to query data from Enterprise Data Warehouses.
• Knowledge of statistics, as well as experience with forecasting and prediction.
• Knowledge about banking distribution, Omni-channel components, and banking products.
• Extensive experience in data and financial analytics and competitor profiling.
• Ability to translate technical findings into practical deliverables.
• Familiarity in working with large sets of data and synthesizing it into analyses and insights
• Highly skilled proficiency in the use of spreadsheets, graphing, and presentations with a working knowledge of dashboards (mastery of Excel and polished in PowerPoint).
• Practical ability to visualize data, communicates about the data, and utilizes it effectively.
• Comfortable operating with data that is sometimes incomplete and/or messy.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.